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Portfolio (Quarterly) Guide ↗

CITY HOLDING CO

· CIK 0000726854
13F Portfolio $884M AUM 625 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 122 Added 162 Reduced 25 Exited
Page 9 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBM INTERNATIONAL BUSINESS MACHSCOM Technology 2,759.0 $776K 0.09% $281.20 -16.2%
162 MAR MARRIOTT INTERNATION NEW CL A Consumer Cyclical 2,000.0 $741K 0.08% $370.58 -3.8%
163 T AT&T INC Communication Services 35,732.0 $740K 0.08% -4K -10.7% $20.70 +22.3%
164 HACK ETF AMPLIFY CYBERSECURITY 6,875.0 $721K 0.08% -237.0 -3.3% $104.93 +6.4%
165 TSLA TESLA MTRS INC COM Consumer Cyclical 1,715.0 $721K 0.08% +107.0 +6.7% $420.58 -13.7%
166 CARR CARRIER GLOBAL CORP Industrials 9,681.0 $710K 0.08% -444.0 -4.4% $73.35 -17.7%
167 MET MET LIFE COMMON STOCK Financial Services 8,371.0 $708K 0.08% +375.0 +4.7% $84.61 +11.5%
168 MCK MCKESSON CORP COM Healthcare 918.0 $694K 0.08% +250.0 +37.4% $755.54 +13.7%
169 VB VANGUARD INDEX FDS SMALL CP ETF 2,280.0 $691K 0.08% +159.0 +7.5% $303.11 +0.5%
170 FCNCA FIRST CTZNS BANCSHARES INC DCL A Financial Services 330.0 $687K 0.08% $2080.79 +4.9%
171 POCT INNOVATOR ETFS TRUST S&P 500 POWER BUFFER (OCT) 14,702.0 $682K 0.08% -80.0 -0.5% $46.40 +1.9%
172 CHKP CHECK POINT SOFTWARE TECH LTORD Technology 5,035.0 $662K 0.07% -3K -40.7% $131.43 -0.7%
173 IEMG ISHARES INC CORE MSCI EMKT 7,830.0 $649K 0.07% +180.0 +2.4% $82.84 -1.5%
174 IDCC INTERDIGITAL INC COM Technology 2,244.0 $635K 0.07% -53.0 -2.3% $283.13 +20.9%
175 RCL ROYAL CARIBBEAN CRUISES LTD COM Consumer Cyclical 2,000.0 $635K 0.07% $317.52 -8.0%
176 GS GOLDMAN SACHS GROUP INC COM Financial Services 622.0 $629K 0.07% +7.0 +1.1% $1011.36 +2.8%
177 PDEC INNOVATOR ETFS TRUST (PDEC) 13,430.0 $616K 0.07% -5K -25.2% $45.88 +2.0%
178 TFC TRUIST FINL CORP COM Financial Services 12,353.0 $615K 0.07% -5K -26.8% $49.81 +1.2%
179 FDTS ETF FIRST TR EXCH DEV MKTS EX-US SML CAP ALPHA 8,900.0 $583K 0.07% NEW $65.55 +6.6%
180 SLV ISHARES SILVER TRUST ISHARES Financial Services 10,424.0 $557K 0.06% -2K -15.6% $53.47 +17.3%
Page 9 of 30  ·  587 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.5%
Financial Services 18.9%
Industrials 13.8%
Healthcare 10.5%
Communication Services 9.7%
Consumer Cyclical 8.5%
Consumer Defensive 8.1%
Energy 4.8%
Utilities 3.3%
Basic Materials 1.9%